Talon Private Wealth LLC Boosts Stake in Vanguard Small-Cap Value ETF $VBR

Talon Private Wealth LLC increased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 18.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 23,880 shares of the company’s stock after acquiring an additional 3,792 shares during the period. Talon Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,803,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Motiv8 Investments LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth $29,000. Modus Advisors LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $30,000. TOP Private Wealth LLC. purchased a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter valued at about $32,000. Tower View Wealth Management LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the first quarter valued at about $37,000. Finally, Strive Financial Group LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at about $38,000.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock traded up $1.85 during trading on Friday, reaching $242.10. 262,331 shares of the company were exchanged, compared to its average volume of 324,448. The company has a market cap of $36.76 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $198.76 and a 52-week high of $251.85. The stock’s 50 day moving average price is $245.95 and its 200 day moving average price is $235.21.

About Vanguard Small-Cap Value ETF

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.